Prior to using the services of any CE provider (including CE providers who are also
check the System of Award Management (SAM);
verify medical licenses, credentials, and certifications with state medical boards,
psychology boards, and other state professional certification bodies;
annotate the provider file with the:
date and name of the DDS employee verifying the license and the source of verification
(e.g., state licensing agency webpage, SAM database); or
name of the individual who provided the credential verification.
obtain a signed License and Credentials Certification from the CE provider and retain
it in a file.
maintain records for 6 years, unless tied to an open audit, per DI 39509.015A2.
(For information on License and Credentials Certification for Consultative Examination
Provider and Certification of All Support Staff, see DI 39569.400.)
At the time of an established agreement or contract to work with the DDS, the CE provider
must sign the License and Credentials Certification statement. The DDS will obtain
a new signed certification:
when there is a change with the CE providers support staff that assists with CEs.
Where possible, subscribe to the state or medical board’s service that provides alerts
for sanctions against a license or certificate holder. Consider more frequent tracking
if the DDS does not subscribe to alerts.
DDS may require all CE providers to include their professional license numbers with
expiration dates on all CE reports.